Audience
Tax planning software for advisors wanting to be more comprehensive and efficient
About Holistiplan
Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds. Yes, seconds. Holistiplan provides a clean and easy to read client deliverable complete with your firm’s logo at the top and your firm’s disclaimer at the bottom. It can be saved as a PDF and emailed or printed out to review with your client in person. Either way--a turnkey positive touchpoint and differentiator. The same OCR technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan brings tax planning to every advisor so they can bring it to every client.
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Pricing
Starting Price:
$449 per year
Pricing Details:
30 uploads
Free Trial:
Free Trial available.
Integrations
Company Information
Holistiplan
Founded: 2019
United States
www.holistiplan.com
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Product Details
Platforms Supported
SaaS
Training
Videos
Support
Online